Poupa AI
Personal finance by Poupa AI. Read balance grouped by bank/category/card/month, transactions filtere
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Calidad y seguridad
Hallazgos (11)
- HIGH
- MEDIUMen poupa_get_balance
- MEDIUMen poupa_defaults
- LOWen poupa_preferences
- LOWen poupa_defaults
- LOWen poupa_memories
- LOWen poupa_delete_transactions_by_filter
- LOWen connect
- LOWen poupa_delete_transactions_by_filter
- INFOen poupa_get_balance
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"poupa-mcp": {
"url": "https://api.mcp.ai/p_poupa"
}
}
}Puntos de conexión remotos
https://api.mcp.ai/p_poupastreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (19)
🟢poupa_get_balance(start_date, end_date)
Saldo do usuário, agrupado por banco, categoria, método de pagamento, cartão, tipo (entrada/saída) e mês. start_date/end_date (YYYY-MM-DD) limitam a janela; sem datas, traz tudo.
Esquema de entrada
{
"type": "object",
"properties": {
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_retrieve_transactions(start_date, end_date, keywords, card_name, payment_bank)
Lista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.
Esquema de entrada
{
"type": "object",
"properties": {
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
},
"keywords": {
"type": "array",
"items": {
"type": "string"
}
},
"card_name": {
"type": "string"
},
"payment_bank": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_banks
Lista os bancos/contas do usuário.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_cards
Lista os cartões de crédito do usuário.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_category
Lista as categorias do usuário.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_preferences
Preferências do usuário (idioma, moeda, etc.).
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_defaults
Categorias e métodos de pagamento padrão do usuário.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_memories
Memórias/notas do usuário gravadas no Poupa AI.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_add_transaction(value, date, description, category, payment_bank, ...)
Cria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).
Esquema de entrada
{
"type": "object",
"properties": {
"value": {
"type": "number"
},
"date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
},
"payment_bank": {
"type": "string"
},
"card_name": {
"type": "string"
},
"installments": {
"type": "number"
},
"expense_recurrency": {
"type": "number"
},
"recurrency_array_dates": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"value",
"date"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_add_transactions(transactions)
Cria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.
Esquema de entrada
{
"type": "object",
"properties": {
"transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"type": "number"
},
"date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
},
"payment_bank": {
"type": "string"
},
"card_name": {
"type": "string"
},
"installments": {
"type": "number"
},
"expense_recurrency": {
"type": "number"
},
"recurrency_array_dates": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"value",
"date"
]
}
}
},
"required": [
"transactions"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_update_transactions(ids, filter, changes)
Atualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).
Esquema de entrada
{
"type": "object",
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
}
},
"filter": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"changes": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴poupa_delete_transactions_by_filter(ids, start_date, end_date, description, category)
Deleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.
Esquema de entrada
{
"type": "object",
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
}
},
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}⚪poupa_transfer_between_banks(from_bank, to_bank, value, date)
Registra uma transferência entre dois bancos/contas do PRÓPRIO usuário (movimento contábil — não executa transferência bancária real). value é o valor; date opcional (default = hoje).
Esquema de entrada
{
"type": "object",
"properties": {
"from_bank": {
"type": "string"
},
"to_bank": {
"type": "string"
},
"value": {
"type": "number"
},
"date": {
"type": "string"
}
},
"required": [
"from_bank",
"to_bank",
"value"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢show_version
Show the current MCP platform and adapter versions.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡report_bug(message, context, conversation)
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
Esquema de entrada
{
"type": "object",
"properties": {
"message": {
"type": "string"
},
"context": {
"default": "",
"type": "string"
},
"conversation": {
"default": "[]",
"type": "string"
}
},
"required": [
"message"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢connect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢toolkit_info
Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡marketplace(action, query, mcp_id, limit, tier_slug, ...)
The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.
Esquema de entrada
{
"type": "object",
"properties": {
"action": {
"default": "search",
"type": "string",
"enum": [
"search",
"describe",
"install",
"uninstall",
"subscribe",
"cancel",
"resume",
"report_bug",
"request_mcp",
"list_tools",
"invoke",
"search_prompts",
"get_prompt",
"publish_prompt"
]
},
"query": {
"default": "",
"type": "string"
},
"mcp_id": {
"default": "",
"type": "string"
},
"limit": {
"default": 10,
"type": "number"
},
"tier_slug": {
"default": "",
"type": "string"
},
"immediate": {
"default": false,
"type": "boolean"
},
"cancel_reason": {
"type": "string",
"enum": [
"too_expensive",
"missing_features",
"switched_service",
"unused",
"customer_service",
"too_complex",
"low_quality",
"other"
]
},
"cancel_comment": {
"default": "",
"type": "string"
},
"message": {
"default": "",
"type": "string"
},
"report_context": {
"default": "",
"type": "string"
},
"conversation": {
"default": "[]",
"type": "string"
},
"request_name": {
"default": "",
"type": "string"
},
"request_details": {
"default": "",
"type": "string"
},
"tool_id": {
"default": "",
"type": "string"
},
"arguments": {
"default": "{}",
"type": "string"
},
"prompt_slug": {
"default": "",
"type": "string"
},
"prompt_vars": {
"default": "{}",
"type": "string"
},
"prompt_category": {
"default": "",
"type": "string"
},
"prompt_tool": {
"default": "",
"type": "string"
},
"prompt_title": {
"default": "",
"type": "string"
},
"prompt_description": {
"default": "",
"type": "string"
},
"prompt_body": {
"default": "",
"type": "string"
},
"prompt_targets": {
"default": [],
"type": "array",
"items": {
"type": "string",
"enum": [
"claude",
"chatgpt",
"cursor",
"lovable"
]
}
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡authenticate(token)
MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.
Esquema de entrada
{
"type": "object",
"properties": {
"token": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}Comunidad
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